WHALLEY AVENUE HOUSING II INC (EIN 900107214) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2003

Legal Domicile

Principal Officer

HEATHER LATORRA

Phone

2032892970

Tax Period

2023-07-01 to 2024-06-30

WHALLEY AVENUE HOUSING II INC, founded in 2003, is a micro nonprofit in the Housing & Shelter sector that reported $79K in total revenue in fiscal year 2023. Revenue fell 41% from the prior year — a significant decline worth monitoring. Expenses of $126K exceeded revenue, resulting in a 60% operating deficit.

Mission

TO DEVELOP AND OPERATE AFFORDABLE HOUSING FOR INDIVIDUALS WITH DISABILITIES

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $78,775

Investment Income $23

Other Revenue $0

TOTAL REVENUE $78,798

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $126,344

Other Expenses $126,344

TOTAL EXPENSES $126,344

Year-over-Year Comparison

	2023	2022	Change
Revenue	$78,798	$133,879	-0.4%
Expenses	$126,344	$117,526	+0.1%
Net Income	$-47,546	$16,353	-3.9%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEVEN P SHWARTZ	CHAIRMAN	1.00	Officer Director	$0	$0	$0
SUZANNA LETSO	V CHAIR	1.00	Officer Director	$0	$0	$0
ANN ARPINO	TREASURER	1.00	Officer Director	$0	$0	$0
DEBORAH STANELY-MCAULAY	SECRETARY	1.00	Officer Director	$0	$0	$0
DAVID FERRETI	DIRECTOR	1.00	Director	$0	$0	$0
MYRA STANLEY	DIRECTOR	1.00	Director	$0	$0	$0
BOBBY PETERSON	DIRECTOR	1.00	Director	$0	$0	$0
JEFFREY EUBEN	DIRECTOR	1.00	Director	$0	$0	$0
GRETA SOLOMON	DIRECTOR	1.00	Director	$0	$0	$0
IHSSANE KHATIB	DIRECTOR	1.00	Director	$0	$0	$0
DELORES STRODE	DIRECTOR	1.00	Director	$0	$0	$0
HEATHER LATORRA	CEO	5.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	$78,798	$126,344	$1,041,842	$-47,546
2023	$133,879	$117,526	$1,092,364	$16,353
2022	$78,138	$108,027	$1,082,633	$-29,889
2021	$73,981	$112,375	$1,105,476	$-38,394
2020	$89,002	$114,045	$1,152,975	$-25,043
2019	$90,951	$118,031	$1,192,811	$-27,080

WHALLEY AVENUE HOUSING II INC